Optrua’s CRM modernization with ADG didn’t just update software- it delivered an 80% jump in lead capture. So, what actually worked?
Let’s drop the fluff: Optrua and Advantage Design Group didn’t slap a new CRM interface on top of old chaos and call it digital transformation. They faced a real mess: misaligned sales processes, zero leadership visibility, rising database costs, and a CRM that was more of a burden than a tool.
ADG had a legacy system that trapped opportunities and kept sales leadership in the dark. Rather than rip and replace, Optrua chose a phased, business-first approach grounded in understanding how ADG actually works, not how the press release version of their business should work.
That matters.
Too many CRM projects focus on tech over truth: fresh dashboards, shiny modules, and zero clarity on how work actually flows. It wasn’t that. Optrua rolled up its sleeves and re-engineered the way ADG captures and tracks leads, increment by increment.
The result?
An 80% jump in lead capture. No vague “user engagement improved.” Real lead metrics went up. Costs went down. Internal teams gained tools and knowledge that they can sustain.
Here’s the lesson: CRM modernization isn’t a one-and-done project. It’s about fixing the root- business process and people alignment. Optrua’s Care Plan keeps the momentum going rather than letting gains stagnate.
If your next CRM update is still about software features instead of real outcomes, you’re doing it wrong. This initiative didn’t just modernize tech. It modernized how work gets done.
